Unclaimed
Christopher Spieldenner is a financial advisor with Calton & Associates, Inc. in Clearwater, FL. Christopher has over 38 years of experience in the financial services industry. Christopher has a strong background in providing financial planning, portfolio management, and pension consulting services to individuals, high net worth individuals, businesses, and pension and profit-sharing plans. Christopher holds Series 63, Series 24, Series 7 and SIE licenses. Prior to joining Calton & Associates, Inc., Christopher was employed with Gunnallen Financial, Inc., Wachovia Securities Financial Network, Inc., JWGenesis Financial Group, Inc., Chatfield Dean & Co., Inc., and The Stuart-James Company, Incorporated.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
03/31/2010 - Present
Calton & Associates, Inc. (CLEARWATER FL)
FL
12/12/2002 - 03/30/2010
GUNNALLEN FINANCIAL, INC (CLEARWATER FL)
MO
01/03/2000 - 12/14/2002
WACHOVIA SECURITIES FINANCIAL NETWORK, INC. (ST. LOUIS MO)
FL
01/04/1999 - 01/06/2000
JWGENESIS FINANCIAL GROUP, INC (BOCA RATON FL)
CO
11/27/1990 - 01/04/1999
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
CO
10/31/1984 - 12/04/1990
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
BC
Issued 03/06/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/10/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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